+45.2%
ONTO vs RSG
+66.7%
-21.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.0% | +12.1% | +10.4% |
| 7D | -14.0% | +1.2% | -15.2% | -13.0% |
| 30D | -43.1% | +14.2% | -57.3% | -37.5% |
| 3M | -35.5% | +18.2% | -53.7% | -28.0% |
| 6M | -41.1% | +24.4% | -65.5% | -33.3% |
| YTD | +9.8% | +17.9% | -8.1% | +23.0% |
| 1Y | +31.5% | +22.3% | +9.2% | +47.2% |
| 3Y | +45.2% | +65.1% | -20.0% | +44.9% |
| All | +45.2% | +66.7% | -21.5% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RSG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling